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First Trust Dow Jones Global Select Dividend Index Fund

97 hedge funds and large institutions have $173M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

14% more funds holding

Funds holding: 8597 (+12)

11.57% less ownership

Funds ownership: 51.07%39.51% (-12%)

17% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 35

30% less capital invested

Capital invested by funds: $248M → $173M (-$75.7M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
97
Holders Change
+12
Holders Change %
+14.12%
% of All Funds
2.16%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
29
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$35M +$8.29M +352,619 +28%
Wells Fargo
2
Wells Fargo
California
$28.3M -$8.61M -366,060 -22%
UBS Group
3
UBS Group
Switzerland
$18.1M +$3.92M +166,576 +25%
Bank of America
4
Bank of America
North Carolina
$14M +$1.48M +62,979 +11%
Jane Street
5
Jane Street
New York
$12.1M +$13M +554,605 New
LPL Financial
6
LPL Financial
California
$8M -$128K -5,449 -1%
Citadel Advisors
7
Citadel Advisors
Florida
$6M +$6.45M +274,225 New
PNC
8
Park National Corp
Ohio
$5.96M +$132K +5,625 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.51M -$1.6M -67,977 -21%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$3.06M -$1.2M -51,106 -27%
RJA
11
Raymond James & Associates
Florida
$2.63M -$601K -25,556 -18%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.89M -$166K -7,066 -8%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.63M -$478K -20,321 -21%
AG
14
Advisor Group
Arizona
$1.32M -$16.1K -684 -1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.3M +$57.3K +2,435 +4%
Ameriprise
16
Ameriprise
Minnesota
$1.25M +$161K +6,837 +14%
SCM
17
Sterling Capital Management
North Carolina
$1.2M -$68.6K -2,918 -5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.14M +$1.22M +51,936 New
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1M +$173K +7,338 +19%
HIS
20
Harvest Investment Services
Illinois
$993K +$1M +42,613 New
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$982K +$113K +4,792 +12%
PAG
22
Private Advisor Group
New Jersey
$880K +$401K +17,035 +73%
BJ
23
Brouwer & Janachowski
California
$858K +$71.3K +3,031 +8%
SIG
24
Sargent Investment Group
Maryland
$830K +$893K +37,975 New
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$817K -$1.3M -55,351 -60%